Required fields

Harri Honkala
Harri Honkala Posts: 37
10 Comments Second Anniversary 5 Up Votes Photogenic
edited July 2022 in Ideas and Product Feedback #1

I like the new Required field feature but there is a little thing in it that makes me want to disable it. That is when the deal is marked as "lost" in the early stages and it asks me to fill those fields that are required only in the last stages. In data field settings there is a tick box "Marking deal as lost" but that can't be unchecked. Is there any solution to this or is that "Marking deal as lost"-option coming later?

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  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,330
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    edited August 2020 #2

    You can configure which pipeline and which stages the requirement could be enforced.

    Marking deal as won/lost should be coming in later. I requested it a few days ago. 

    image
  • Harri Honkala
    Harri Honkala Posts: 37
    10 Comments Second Anniversary 5 Up Votes Photogenic
    edited February 2022 #3

    Yeah, in this example if I had chosen field to be required in "Hot Pipeline" and "Quote" it automatically selects "Lost" ans "Won". So it won't let me mark deal as lost even in the "New lead" stage without filling the field. 

  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,330
    1000 Comments Third Anniversary 100 Likes 5 Answers
    edited August 2020 #4
    Harri Honkala said:

    Yeah, in this example if I had chosen field to be required in "Hot Pipeline" and "Quote" it automatically selects "Lost" ans "Won". So it won't let me mark deal as lost even in the "New lead" stage without filling the field. 

    Agreed. Won and Lost need to be independently configurable.

  • Harri Honkala
    Harri Honkala Posts: 37
    10 Comments Second Anniversary 5 Up Votes Photogenic
    edited August 2020 #5
    Harri Honkala said:

    Yeah, in this example if I had chosen field to be required in "Hot Pipeline" and "Quote" it automatically selects "Lost" ans "Won". So it won't let me mark deal as lost even in the "New lead" stage without filling the field. 

    Yep, let's hope it will be possible soon!

  • Inês Batata
    Inês Batata Admin Posts: 2,913
    2500 Comments Third Anniversary 5 Likes First Answer
    COMMUNITY MANAGER
    edited August 2020 #6
    Harri Honkala said:

    Yeah, in this example if I had chosen field to be required in "Hot Pipeline" and "Quote" it automatically selects "Lost" ans "Won". So it won't let me mark deal as lost even in the "New lead" stage without filling the field. 

    Hi @Harri Honkala and @Amit Sarda !

    We're rolling out these two options this week, so you will have more control over them, see here. This should make your life easier. 🚀

  • Harri Honkala
    Harri Honkala Posts: 37
    10 Comments Second Anniversary 5 Up Votes Photogenic
    edited August 2020 #7
    Harri Honkala said:

    Yeah, in this example if I had chosen field to be required in "Hot Pipeline" and "Quote" it automatically selects "Lost" ans "Won". So it won't let me mark deal as lost even in the "New lead" stage without filling the field. 

    HI,

    I noticed the options were open yesterday. Super! Thank you!

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